+636.7%
DELL vs NVTS
+32.4%
+604.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.9% | -1.5% | -5.0% |
| 7D | -1.9% | +0.5% | -2.3% | -1.9% |
| 30D | +14.9% | -18.0% | +32.9% | +16.7% |
| 3M | +37.2% | -45.6% | +82.8% | +42.7% |
| 6M | +254.0% | +28.5% | +225.5% | +243.8% |
| YTD | +306.1% | +56.2% | +250.0% | +288.1% |
| 1Y | +312.3% | +97.7% | +214.6% | +285.3% |
| All | +636.7% | +32.4% | +604.3% | +562.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVTS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling